The problem
Personal finance management usually requires tedious manual data entry. People abandon their budgets because tracking every single transaction takes too much time and discipline.
Trackwise.
A personal finance assistant where you log expenses by chatting.
AI-powered personal finance assistant that automates expense tracking and budgeting through natural language, reducing manual data entry by 100%.
- 01Log expenses by chat
- 02Manage budgets
- 03Organize multiple accounts
- 04Visual spending insights
The approach
Trackwise is an AI-powered personal finance assistant that automates expense tracking and budgeting through natural language. Users can simply chat with the AI to log expenses or update budgets without touching forms.
03 / Delivery
What shipped
4 parts of the product, built and live.
AI Automation
Create, update, and delete transactions through natural language conversation.
Category Organization
Set up and manage expense categories automatically via the intelligent agent.
Visual Analytics
Generate financial summaries, charts, and insights on demand.
Account Management
Create and configure multiple accounts and monitor spending limits.
04 / Product
Inside the product
Select any screen to see it full size.
05 / Engineering
Decisions that shaped it
- 01
Intelligent Assistant
Integrated an AI agent capable of understanding natural language commands to perform complex financial management tasks directly via the database.
- 02
Robust State Management
Utilized Zustand for client-side state and React Query for server state management to ensure real-time UI updates.
- Frontend
- Next.jsTailwind CSSShadcn UI
- Backend
- Node.jsPrisma ORM
- State Management
- ZustandReact Query
06 / Today
Where it is now
Protawk
Project management, client portals and time tracking for small teams.